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Portfolio (Quarterly) Guide ↗

Qube Research & Technologies Ltd

· CIK 0001729829
13F Portfolio $89.9B AUM 3,481 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 648 New 1223 Added 1545 Reduced 801 Exited
Page 21 of 33  ·  648 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BAYTEX ENERGY CORP 209,689.0 $937K 0.00% NEW $4.47
402 PLBC PLUMAS BANCORP Financial Services 19,026.0 $929K 0.00% NEW $48.82 +8.3%
403 SLVP ISHARES INC 26,101.0 $926K 0.00% NEW $35.46 +0.6%
404 IX ORIX CORP Financial Services 30,840.0 $925K 0.00% NEW $29.99 +28.8%
405 CCB COASTAL FINL CORP WA Financial Services 12,096.0 $921K 0.00% NEW $76.10 -7.8%
406 LIBERTY GLOBAL LTD 77,729.0 $912K 0.00% NEW $11.73
407 SCHL SCHOLASTIC CORP Communication Services 22,699.0 $887K 0.00% NEW $39.06 +0.4%
408 BB BLACKBERRY LTD Technology 269,409.0 $873K 0.00% NEW $3.24 +91.7%
409 PPLT ABRDN PLATINUM ETF TRUST Financial Services 4,725.0 $842K 0.00% NEW $178.23 -90.1%
410 IYJ ISHARES TR 5,692.0 $840K 0.00% NEW $147.54 +4.8%
411 MVBF MVB FINL CORP Financial Services 33,740.0 $838K 0.00% NEW $24.83 +2.7%
412 RCUS ARCUS BIOSCIENCES INC Healthcare 38,556.0 $833K 0.00% NEW $21.60 +10.9%
413 UE URBAN EDGE PPTYS Real Estate 40,828.0 $816K 0.00% NEW $19.98 +10.1%
414 CARE CARTER BANKSHARES INC Financial Services 34,629.0 $808K 0.00% NEW $23.32 +14.4%
415 MLTX MOONLAKE IMMUNOTHERAPEUTICS Healthcare 42,917.0 $800K 0.00% NEW $18.64 -8.9%
416 OSCR OSCAR HEALTH INC Healthcare 68,936.0 $791K 0.00% NEW $11.47 +104.8%
417 TV GRUPO TELEVISA S A B Communication Services 268,257.0 $781K 0.00% NEW $2.91 -1.5%
418 AIA ISHARES TR 7,302.0 $775K 0.00% NEW $106.15 +25.4%
419 KRMD KORU MEDICAL SYSTEMS INC Healthcare 179,014.0 $773K 0.00% NEW $4.32 -7.4%
420 RXST RXSIGHT INC Healthcare 125,130.0 $771K 0.00% NEW $6.16 -1.9%
Page 21 of 33  ·  648 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.1%
Financial Services 17.7%
Industrials 15.4%
Healthcare 10.8%
Consumer Cyclical 10.2%
Communication Services 5.6%
Energy 5.5%
Basic Materials 4.5%
Consumer Defensive 4.1%
Utilities 3.9%